Mink Brook Asset Management LLC 13F 持仓 · 2026年Q2
Mink Brook Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 52 只证券，申报市值合计 2.27 亿美元。前几大持仓：ELA（15.91%）、BSVN（10.28%）、AII（8.13%）。本季前 25 大持仓中：新建仓 3 只、增持 15 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ELA | ENVELA CORPORATION | $36.1M | 15.91% | 1.2M | 减持 |
| 2 | BSVN | BANK7 CORP | $23.3M | 10.28% | 475,610 | 增持 |
| 3 | AII | AMERICAN INTEGRITY INSURANCE | $18.4M | 8.13% | 977,969 | 增持 |
| 4 | ACU | ACME UNITED CORP | $18.2M | 8.02% | 380,643 | 持平 |
| 5 | DLHC | DLH HOLDINGS CORP | $14.8M | 6.53% | 2.8M | 增持 |
| 6 | ACNT | ASCENT INDUSTRIES CO | $13.3M | 5.87% | 884,483 | 减持 |
| 7 | CURN | CURRENCY EXCHANGE INTERNATIO | $13.0M | 5.75% | 613,221 | 持平 |
| 8 | ALOT | ASTRO-MED INC | $10.8M | 4.79% | 380,965 | 持平 |
| 9 | RMNI | RIMINI STREET INC | $10.1M | 4.45% | 2.4M | 增持 |
| 10 | BUKS | BUTLER NATIONAL CORP | $5.9M | 2.62% | 1.4M | 增持 |
| 11 | CREX | CREATIVE REALITIES INC | $4.8M | 2.13% | 1.2M | 增持 |
| 12 | LGCY | LEGACY EDUCATION INC | $4.6M | 2.02% | 389,498 | 增持 |
| 13 | FNWB | FIRST NORTHWEST BANCORP | $4.5M | 1.99% | 417,006 | 新建仓 |
| 14 | RCMT | RCM TECHNOLOGIES INC | $3.8M | 1.68% | 134,688 | 新建仓 |
| 15 | STRR | STAR EQUITY HOLDINGS INC | $3.4M | 1.49% | 316,139 | 持平 |
| 16 | RRGB | RED ROBIN GOURMET BURGERS | $3.3M | 1.47% | 416,211 | 增持 |
| 17 | RGS | REGIS CORP | $3.1M | 1.39% | 112,362 | 增持 |
| 18 | HGBL | HERITAGE GLOBAL INC | $2.8M | 1.21% | 2.3M | 增持 |
| 19 | FRD | FRIEDMAN INDUSTRIES | $2.7M | 1.20% | 84,171 | 减持 |
| 20 | XGN | EXAGEN INC | $2.2M | 0.98% | 475,944 | 增持 |
| 21 | CHCI | COMSTOCK HOMEBUILDING COS-A | $1.9M | 0.86% | 121,473 | 增持 |
| 22 | ACR | ACRES COMMERCIAL REALTY CORP | $1.8M | 0.80% | 101,618 | 增持 |
| 23 | LAB | STANDARD BIOTOOLS INC | $1.8M | 0.80% | 2.2M | 新建仓 |
| 24 | LSF | LAIRD SUPERFOOD INC | $1.7M | 0.75% | 361,729 | 增持 |
| 25 | SWAG | STRAN & CO INC | $1.7M | 0.74% | 756,482 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR